WE MAKE BANKING FAST AND FRIENDLY
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1 Switching to Independence Bank is easy! SWITCH KIT WE MAKE BANKING FAST AND FRIENDLY Checking Savings CDs IRAs Health Savings Accounts (800) ibyourbank.com Banking on the Hi-Line HAVRE MALTA GLASGOW POPLAR SCOBEY CONRAD Member FDIC. Equal Housing Lender
2 It s as easy as 1, 2, 3... We want to make your move to Independence Bank as easy as possible. Our Switch Kit gives you three easy steps for opening your new accounts and transferring your automatic deposits and withdrawals. Open your Independence Bank account. Complete the Account Information Form, print it out and bring it to your local Independence Bank. Please bring a government issued picture ID with you when you come in to open your account. Our New Account Representatives will help you choose the account that best fits your needs. For a new business account, please contact your local branch to check on additional information you will need to open an account. Helpful Hint: At this time, stop using your old account and destroy unused checks, debit cards and deposit slips. Change your Direct Deposits. If you are currently having your paycheck directly deposited into your bank account, you need to let your employer know you have a new account. Complete the Direct Deposit Change Form and submit it to your current employer. Helpful Hint: If you are not using Direct Deposit for your paycheck, this is a great time to start! Use the Direct Deposit Change Form to start using this service today! Change your automatic payments. If you have automatic payments coming out of your previous account (insurance premiums or loan payments), complete the Automatic Payment/Withdrawal Notice and forward it to all necessary vendors. Helpful Hint: This is the perfect time to set up your online banking and bill pay! You can manage all of your bills and payments with IB online bill pay and have complete control over your finances. You ll love it! Our New Accounts staff is here to help you make the switch to Independence Bank. If you would like personal assistance throughout this process, we have the time to help you every step of the way. Just contact your local branch and we will make the switch as easy as 1, 2, 3. Banking on the Hi-Line HAVRE MALTA GLASGOW POPLAR SCOBEY CONRAD
3 Step 1 Open Your Independence Bank Account I d like to open Personal Checking Account Business Checking Account Individual Retirement Account (IRA) Statement Savings Account Certificate of Deposit (CD) Health Savings Account/MT Medical Account This will be An Individual Account Primary Account Holder Information A Joint Account Joint Account Holder Information First Name Middle Last First Name Middle Last Street Address Street Address Mailing Address (if different) Mailing Address (if different) City, State, Zip City, State, Zip Home Phone Cell Phone Home Phone Cell Phone Address Address Date of Birth M/D/YR Date of Birth M/D/YR Employer Employer Occupation Occupation Optional: To add a beneficiary (or beneficiaries) please have their legal name, date of birth and Social Security Number with you at account opening.
4 Step 2 Change Your Direct Deposits Complete this form and submit it to any company or organization that is automatically depositing funds to your existing checking account (payroll, pension, or dividends). To: Company Name: Address: City, State, Zip: To Whom It May Concern, I ve recently changed my banking relationship to Independence Bank. Please redirect my direct deposit into my new account: Name Address City State Zip Independence Bank New Bank Name New Bank Routing Number New Bank Account Number Account Type: Checking Savings I hereby authorize my direct deposit to be sent to my new Independence Bank account. I have attached a voided check or bank letter for reference. Date Effective Date
5 Step 3 Change Your Automatic Payments Complete this form and submit it to any company or organization that is automatically withdrawing funds from your existing checking account. To: Company Name: Address: City, State, Zip: Account/Policy Number: My current payment amount is I am currently paying the total amount due. To Whom It May Concern, $ Effective / /, I hereby authorize my automatic payments to come from my account at Independence Bank. Name Address City State Zip Account Information Independence Bank New Bank Name New Bank Routing Number New Bank Account Number Account Type: Checking Savings Date
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